Online Money Management Tools

By Robert Juliano, Vice President of Community Development at Beneficial Bank

Looking for a way to make budgeting easier? Online money management tools can help with this. Online tools can help you keep bills organized, track spending and allow you to set financial goals. Using tools such as Beneficial Bank’s FinanceWorks can help set you on the path to financial security.

FinanceWorks, www.thebeneficial.com/financeworks, powered by Quicken, is a free, online money management tool for all Beneficial customers. It allows you to consolidate all of your financial accounts to one location. You can pay all your bills, monitor loans and investments all from one spot.

Wondering where all of your money is going? FinanceWorks allows you to track every dollar that you spend. Using a color coded pie chart you can see how much of your money is allocated each month to your various spending categories, such as: food, clothing, gas, etc. You can even create your own categories that pertain to your unique life. By providing visual depictions you can determine where most of your money is spent and where you may need to change spending habits in order to stay on budget.

For the busy family FinanceWorks provides quick and easy access to all your finances so that you can spend more time with your family and less time paying bills. The goal setting features can even help you plan that next family vacation.

If you don’t have an account with Beneficial Bank, its time to get one. FinanceWorks is free with any Beneficial account!

Visit the Beneficial website at www.thebeneficial.com to learn more about FinanceWorks, conduct a demo and learn even more about our other online banking options. At Beneficial, we are here to help you get to where you want to be financially, and FinanceWorks is just one more helpful way that we are doing this.